Advisory · Transaction Support
Packaging EPR is a rising cost that rarely shows up in the deal model.
We size it before you sign, stand it up after close, and track it across the portfolio, for private equity sponsors, lenders and their portfolio companies.
Why it belongs in diligence
Program budgets are set years ahead, and they are climbing. California's full program starts invoicing in 2027.
Source: [The Swedesford Group, report name, date]
Across the deal
Before signing, after close, and through exit.
Diligence
We size the target's EPR exposure: which states it is obligated in, whether it has filed, run-rate fees today and the step-up as California and new states come online. Findings are built for the deal team, the quality of earnings provider and deal counsel to use directly.
Post-close
In the first 100 days, we stand up compliance and reserves at the portfolio company using the same playbook we run for brands: registration, filings, fee forecasts and an ownership model management can carry forward.
See the brand playbookPortfolio and exit
A screen across holdings shows which companies are obligated, where, and what it will cost. Ahead of a sale, we get filings, reserves and documentation in order so EPR is not raised against you in a buyer's diligence.
The work behind the numbers
The same fee models and filings we deliver for operating companies.
Diligence and portfolio engagements are confidential by nature. We are glad to walk through relevant experience on a call.